Buckingham Strategic Partners J P Morgan Exchange Traded Fd Transaction History

Buckingham Strategic Partners

  • $3.18 Billion
  • Q1 2024

A detailed history of Buckingham Strategic Partners transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Buckingham Strategic Partners holds 8,691 shares of JEPI stock, worth $489,998. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,691
Previous 12,360 29.68%
Holding current value
$489,998
Previous $679,000 26.07%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$54.75 - $57.86 $200,877 - $212,288
-3,669 Reduced 29.68%
8,691 $502,000
Q4 2023

Feb 14, 2024
SELL
$51.51 - $55.33 $4,944 - $5,311
-96 Reduced 0.77%
12,360 $679,000
Q3 2023

Nov 14, 2023
SELL
$53.5 - $55.92 $3,852 - $4,026
-72 Reduced 0.57%
12,456 $667,000
Q2 2023

Aug 14, 2023
SELL
$53.85 - $55.4 $46,095 - $47,422
-856 Reduced 6.4%
12,528 $693,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $697,707 - $745,488
13,384 New
13,384 $730,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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